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Original filing (PDF)20250922112746NAL0012165154001
SKYWALKER HOLDINGS, LLC
Form 5500
FILING_RECEIVED
SKYWALKER HOLDINGS 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
238
Accounts w/ balance
281
Plan assets (EOY)
$32.8M
Net assets (EOY)
$32.8M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "S * Fidelity 500 Index" is 28% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKYWALKER HOLDINGS, LLC.
Plan sponsor
Name
SKYWALKER HOLDINGS, LLC
EIN
82-4959002
Address
PO BOX 29916 · SAN FRANCISCO, CA · 94129
Phone
(415) 746-5059
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Investments
28 direct securities· $32.5M(99% of reported assets)
Uncategorized
$23.2M
26 holdings
Mutual Funds
$9.2M
1 holding
OTHER
$174K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S * Fidelity 500 Index | Mutual Funds | — | $45K | $9.2M | 27.9% | |
| Fidelity Freedom Index 2035 Ipr | — | — | $180K | $4.2M | 12.8% | |
| Fidelity Freedom Index 2030 Ipr | — | — | $199K | $4.0M | 12.2% | |
| Fidelity Freedom Index 2040 Ipr | — | — | $75K | $1.8M | 5.6% | |
| Fidelity Freedom Index 2050 Ipr | — | — | $65K | $1.7M | 5.1% | |
| Fidelity Freedom Index 2045 Ipr | — | — | $63K | $1.6M | 5.0% | |
| Fidelity Freedom Index 2025 Ipr | — | — | $81K | $1.5M | 4.6% | |
| NYLI W Large Cap Growth I | — | — | $113K | $1.3M | 4.1% | |
| Artisan Mid Cap Inv | — | — | $34K | $1.2M | 3.6% | |
| Dodge & Cox Stock | — | — | $4K | $901K | 2.7% | |
| PIMCO Total Return Institutional | — | — | $99K | $842K | 2.6% | |
| Fidelity Diversified International | — | — | $19K | $788K | 2.4% | |
| Fidelity Freedom Index 2055 Ipr | — | — | $32K | $686K | 2.1% | |
| MONEY MARKET FUNDS SHARES / UNITS * Fidelity Goverment Money Market Fund | — | — | $592K | $592K | 1.8% | |
| Fidelity Freedom Index 2020 Ipr | — | — | $36K | $566K | 1.7% | |
| Fidelity Freedom Index 2060 Ipr | — | — | $18K | $323K | 1.0% | |
| Fidelity Extd Mkt Index | — | — | $3K | $231K | 0.7% | |
| SELF DIRECTED BROKERAGE * Self Directed Brokerage | OTHER | — | — | $174K | 0.5% | |
| Fidelity Us Bond Index | — | — | $15K | $153K | 0.5% | |
| Fidelity Freedom Index 2065 Ipr | — | — | $10K | $150K | 0.5% | |
| Vanguard Total International Stock Adm | — | — | $4K | $129K | 0.4% | |
| Crm Mid Cap Value Inst | — | — | $5K | $110K | 0.3% | |
| RMB SMID Cap I | — | — | $9K | $108K | 0.3% | |
| PIMCO Rae US Sm I | — | — | $7K | $82K | 0.2% | |
| Fidelity Freedom Index 2010 Ipr | — | — | $4K | $55K | 0.2% | |
| Fidelity Freedom Index Inc Ipr | — | — | $4K | $44K | 0.1% | |
| Fidelity Freedom Index 2015 Ipr | — | — | $2K | $32K | <0.1% | |
| Fidelity Freedom Index 2070 Ipr 187 | — | — | — | $2K | <0.1% |
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